Estate Planning OnDemand Webinars

2011 Budget Control Act: Tax and Planning Implications

The Budget Control Act will result in the formation of a bipartisan joint committee charged to address deficit reduction and present legislation that can be voted upon prior to year end. They are charged with proposing changes to raise $1.5 trillion over 10 years. The specific form deficit reduction...

401(k) Plan Audits

The idea of auditing a 401(k) plan can seem daunting and intimidating to some. In addition, as it is essentially a compliance requirement, few plan sponsors see much value in the audit. This OnDemand Webinar will explain in depth what is involved in the audit of a 401(k) plan. Gain insight into the...

A Primer on International Estate Planning

Individuals are increasingly “international” today – especially wealthy ones. More and more clients work or study abroad, own property in more than one country, find their spouses abroad and qualify as citizens or residents of multiple nations. All of this can subject clients to the competing property,...

Crummey Powers in Estate Planning

The decision in Crummey v. Commissioner directly addressed a fundamental flaw in tax policy – the inability for parents to make annual gift tax exclusion gifts to their children in trust. After Crummey, parent-donors had a procedure by which to make such exclusion gifts. Indirectly, the Crummey decision...

Dissolving Business Entities

Because liquidations of entities occur infrequently, many legal and accounting practitioners and owners or officers of entities have not focused on the mechanics of how state law dissolutions and liquidations work with respect to corporations, partnerships and limited liability companies, nor on the...

Distressed Company Valuation Considerations

The economic downturn has had a dramatic impact on company operations and valuations the world over. While the business outlook has generally improved, many firms continue to face an uphill-battle due to declining market conditions or the weight of high degrees of leverage. For the professional whose...

Divorce Taxation--Practical Issues

Most divorce cases have significant tax ramifications to your client. This OnDemand Webinar provides the skills to identify them before they create a problem for you and your client at settlement. This program will begin with the recent changes to the tax law and provide a key road map in...

Estate Planning for a Mobile Population

Contemplating moving to another state or have a client considering an interstate move, or even another country? In today’s mobile society, an increasing number of people find themselves relocating, yet many do not consult their estate planning attorney to consider the impact the laws of their new domicile...

Estate and Gift Tax Audits

The first question the executor asks when the estate tax return is selected for audit is “why this return?”. What was it about the return that caused it to be selected for IRS examination?

This OnDemand Webinar answers that question and many more related to the subject of estate and gift tax return...

Family Limited Partnerships in Estate Planning

Many estate planners who are asked about family limited partnerships or family limited liability companies do not understand the reasons for forming these entities in the planning process. They also are not clear on what is the current status of statutory and case law concerning the continued use of...